Our Strategic Partners
Advisory Accounts Custodian
Charles Schwab
Charles Schwab & Co., Inc.
P.O. Box 2912
Phoenix, AZ 85062-2912
866-855-9102
Estate Planning Attorney
Mr. Marc Levine
Handler and Levine, LLC
4520 East West Highway
Suite 700
Bethesda, MD 20814
301.961.6464
Accountant / CPA
Mr. Brad Mendelson
Mendelson + Mendelson, Certified Public Accountant
12505 Park Potomac Avenue
Suite 250
Potomac, MD 20854
301.656.0001
Mr. David Butler and
Mr. Heath Chavis
Rosenbloom and Butler CPAs, P.C.
1455 Research Boulevard
Suite 510
Rockville, MD 20850
We are listing our strategic partners as a courtesy. Please note, these partners are not affiliated entities and we cannot guarantee their products or services.